13F HOLDINGS REPORT
Long Pond Capital, LP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003189
Total Value
$1.55B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HYATT HOTELS CORP | H | 921,222 | $128.6M | 8.30% |
| 2 | WYNDHAM HOTELS & RESORTS INC | WH | 1,505,781 | $122.3M | 7.89% |
| 3 | INTERNATIONAL GAME TECHNOLOG | INTR | 7,566,764 | $119.6M | 7.72% |
| 4 | CAMDEN PPTY TR | 133131102 | 1,022,742 | $115.3M | 7.44% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 3,296,660 | $100.3M | 6.47% |
| 6 | INDEPENDENCE RLTY TR INC | 45378A106 | 5,500,502 | $97.3M | 6.28% |
| 7 | D R HORTON INC | 23331A109 | 744,637 | $96.0M | 6.19% |
| 8 | TAYLOR MORRISON HOME CORP | TMHC | 1,561,586 | $95.9M | 6.19% |
| 9 | NATIONAL STORAGE AFFILIATES | NSA-PB | 2,498,789 | $79.9M | 5.16% |
| 10 | TOLL BROTHERS INC | TOL | 641,844 | $73.3M | 4.73% |
| 11 | JBG SMITH PPTYS | 46590V100 | 3,834,033 | $66.3M | 4.28% |
| 12 | TPG RE FIN TR INC | TPGXL | 7,303,626 | $56.4M | 3.64% |
| 13 | HILTON GRAND VACATIONS INC | HGV | 1,310,726 | $54.4M | 3.51% |
| 14 | JONES LANG LASALLE INC | JLL | 200,837 | $51.4M | 3.31% |
| 15 | SUMMIT HOTEL PPTYS INC | 866082100 | 9,400,000 | $47.8M | 3.09% |
| 16 | RED ROCK RESORTS INC | RRR | 902,644 | $47.0M | 3.03% |
| 17 | SIMON PPTY GROUP INC NEW | 828806109 | 208,500 | $33.5M | 2.16% |
| 18 | INTERNATIONAL GAME TECHNOLOG | INTR | 2,000,000 | $31.6M | 2.04% |
| 19 | KILROY RLTY CORP | 49427F108 | 785,140 | $26.9M | 1.74% |
| 20 | MERITAGE HOMES CORP | MTH | 278,334 | $18.6M | 1.20% |
| 21 | APARTMENT INVT & MGMT CO | APA | 1,697,757 | $14.7M | 0.95% |
| 22 | MID-AMER APT CMNTYS INC | 59522J103 | 94,417 | $14.0M | 0.90% |
| 23 | PARAMOUNT GROUP INC | 69924R108 | 2,282,871 | $13.9M | 0.90% |
| 24 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 1,328,167 | $13.7M | 0.89% |
| 25 | M/I HOMES INC | MHO | 122,140 | $13.7M | 0.88% |
| 26 | SMARTRENT INC | SMRT | 10,066,093 | $10.0M | 0.64% |
| 27 | PROLOGIS INC. | PLDGP | 34,550 | $3.6M | 0.23% |
| 28 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 90,773 | $2.6M | 0.17% |
| 29 | LXP INDUSTRIAL TRUST | LXP-PC | 150,000 | $1.2M | 0.08% |